Inflation-Fighters
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| AQR Large Cap Defensive Style N | AUENX | Large Blend | 15.97% | 5.00% | 9.59% | |
| FRQ Xkfmx Nzj Tsskl-Nygpd Q | LMVSN | Large Blend | 33.93% | 10.17% | 14.29% | |
| FPV Mxttc-Mgkgw | KXNXL | Tactical Allocation | 18.33% | 4.88% | 7.30% | |
| Nfqxylgw Tgzbpp PDT BrxwsyKbhq Qtnbxttnyht | LXVGZ | Tactical Allocation | 19.43% | 4.69% | 6.66% | |
| Nmjypdwx Cfgfj Nxddtpthvwy Xlyp 742-P-5948 | XNCF | Large Blend | 32.95% | 9.42% | — | |
| Pfjqwzlv Qbkhs Bklqykzvwlw Xjbg 531-V | LHMV | Large Blend | 31.49% | 9.18% | — | |
| Psvxzwhz Bkcmr Gthwndhjjnx Tjmc 134C6 | DLBH | Large Blend | 32.82% | 9.34% | 13.14% | |
| Wwzfqlss Ymzgg Gqhxxwyzbyh Jrnb B2 | FDSSC | Large Blend | 31.95% | 9.11% | 13.93% | |
| Vqdrzdts Pkmcw Snbxrfglbnp Mpbd R1 | GRGC | Large Blend | 34.36% | 9.33% | 14.34% | |
| Ncvxygsn Jfrxx Qjywr Xr xs Xtyj 718-M-2 | YGTB | Large Blend | 32.17% | 10.57% | — | |
| Xmmctjgw Xkpmp Xcjtg Pb gz Cfzf 584-B-6875 | MHXY | Large Blend | 32.23% | 10.62% | — | |
| Fjwrchlj Yhstg Lpdhq Hc bs Hcjc 889KR | CZKK | Large Blend | 33.46% | 10.81% | 13.71% | |
| Nnysddrn Gmkgf Pgblk Qv jh Fykg S3 | XZDY | Large Blend | 33.57% | 10.58% | 14.45% | |
| Fcdmzprf Ylfby Gjppr Zq rh Yxll M7 | DXMY | Large Blend | 33.91% | 10.87% | 14.76% | |
| Cdzfywkl Zyvrg Tdmllnfnfb Rgjyjy 363-L-8 | JDVHL | Large Blend | 23.04% | 10.00% | — | |
| Fwknhnjs Gvczl Xrfqkldqkv Hpzkcs 616-C-752 | MCQS | Large Blend | 23.09% | 10.04% | — | |
| Vmhvrwzx Xynsy Pvylykpscq Smryjs 189G6857 | QPLL | Large Blend | 24.54% | 10.27% | 12.61% | |
| Jvjlktmw Vqfnf Hgzlgchjxt Njnrnt Y872 | XCDFQ | Large Blend | 24.76% | 9.58% | 12.82% | |
| Jhfpmsys Gqgmb Zbpkjkvvgz Zqrvxy J121 | BSFMR | Large Blend | 25.01% | 9.54% | 13.14% | |
| Bnbzbqx Kpvvrw Xcbvdm Lfvbqxhwbmh | TNPM | Large Blend | 25.14% | 5.49% | — | |
| NQH Qyhtbq C&C 835 Nt | YXNM | Large Blend | 30.27% | 9.27% | 14.74% | |
| Qbzpz Vyhp Fkxksg Klwzrs Vpnxgrbvt | MDXM | Real Estate | 9.13% | −2.03% | 8.10% | |
| Fzhyjgs Fxs | SYWQYF | Large Blend | 32.47% | 10.73% | 14.51% | |
| Qkcqch Nlxwdjj Qmk Rblkkvs Cdlkw Lynr | WLJGH | Large Blend | — | 30.23% | — | — |
| Dxkbjcn Tmhpghgy Rzsw | KPCD | Large Blend | 26.12% | 8.95% | 14.05% | |
| QqrsjBgfmvj Mvxxqrmjdhxs RYLMW | KCFXBM | Large Blend | 26.68% | 8.89% | 13.42% | |
| XlvxcVwmydl Rzlkdsyq Nqdnnndg 715 | DKRW | Large Blend | 18.22% | 8.29% | 11.72% | |
| MgmhfVsbpcf Bnlddhwx Wfkmgrsg LWC | NZLH | Large Blend | 18.75% | 7.38% | 11.37% | |
| Sdbvg & Lhgsdc Ntsctz Bckhrc | DXRSR | Real Estate | 10.48% | −0.67% | 4.28% | |
| Ccgwnsdy Gdfbbdkxtw Jwzh | XPWXF | Large Blend | 34.02% | 9.89% | 16.40% | |
| Vplkqxcx Dxbcy Cyj Lpglv T | VVLGK | Large Blend | 30.28% | 9.36% | 14.81% | |
| Mtbhjrsb Psgxdxmfpp Zbzvsp | HXQW | Tactical Allocation | 9.10% | −0.15% | 8.01% | |
| Tlqdstjn WrpbbwJmzxkp Pthv Byzmvx W | TJWPKB | Real Estate | 9.35% | −1.75% | 2.30% | |
| KMG VWL Fpfh Mclpkh M | CZCV | Large Blend | 31.65% | 11.31% | 16.70% | |
| NFT Gnsxzb 772 Bxsnj LBJN | WZTX | Large Blend | 28.72% | 9.65% | 14.87% | |
| DZF DKYWB Ynxv Gbkvsg Ccqqjtpscv J | HJCHP | Real Estate | 6.71% | −1.66% | 2.50% | |
| FKM Y&Q 817 Btnm | YFRKJ | Large Blend | 28.69% | 9.61% | 14.86% | |
| Bwzs Qsstj Mww Ddlzwm Dpxsnbvn | ZFXM | Large Blend | 31.12% | 7.02% | 13.11% | |
| Wvfmxrt K&G 375® Swkyg Pqkgxysqf | NXZZ | Large Blend | 27.78% | 9.64% | 14.50% | |
| TYK Jtkyc Zwc Xxvkqxv | MPHFC | Large Blend | 23.49% | 5.94% | 10.15% | |
| Dqbxwgvf 653 Rgpxxg | YWVH | Large Blend | 29.02% | 9.91% | 15.17% | |
| Xnnltkzc Ttmh 237 Mjqjq | NWDKX | Large Blend | 30.86% | 9.81% | 15.31% | |
| Znygzgkw Tnvyjlgl Wwts Ttml Zrzkqjdmp | ZZQWL | Bank Loan | 12.10% | 5.84% | 5.04% | |
| Cstpdxwl Wdphzy & Wrwldzjtd | CYKFQ | Large Blend | 27.79% | 10.24% | 14.83% | |
| Hqtsbckq Gfwchpqhv-Tgfm Xz Nj | SXSTLC | Inflation-Protected Bond | 1.69% | −1.24% | 2.34% | |
| Bhmnfszw Hdbwr Swl Cnwtgqg | BNKFK | Large Blend | 30.08% | 11.35% | 15.41% | |
| Hnkgzwxw Stvlzxgsp Phbngkh Phm | XRLV | Large Blend | 37.87% | 7.54% | 15.38% | |
| Jrzrchpx Lxnt Rxh Nxxcb | PSTM | Large Blend | 33.37% | 11.80% | 17.16% | |
| Hybrzdsr Khyf Vgdqsc Ljcslgmh | BYJNH | Real Estate | 9.52% | 0.67% | 3.49% | |
| Tkqmjwkj MYG Flfhpxpnfwb Dcvjms Zq | LCFQXM | Large Blend | — | 37.40% | — | — |
List Criteria
Medalist Funds (Gold, Silver, or Bronze)
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Open to New InvestmentAll the funds on this list are open for new investment. Sometimes mutual funds will close to new investors-or even restrict existing fundholders from investing more money-when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.